Legacy Capital Wealth Partners’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-79,030
| Closed | -$1.59M | – | 302 |
|
|
2023
Q3 | $1.59M | Buy |
+79,030
| New | +$1.59M | 0.44% | 43 |
|
|
2023
Q2 | – | Sell |
-71,217
| Closed | -$1.34M | – | 170 |
|
|
2023
Q1 | $1.34M | Buy |
71,217
+6,231
| +10% | +$117K | 0.36% | 49 |
|
|
2022
Q4 | $1.34M | Buy |
64,986
+8,521
| +15% | +$176K | 0.64% | 29 |
|
|
2022
Q3 | $1.02M | Buy |
56,465
+2,040
| +4% | +$36.7K | 0.54% | 32 |
|
|
2022
Q2 | $1.07M | Buy |
54,425
+175
| +0.3% | +$3.44K | 0.54% | 32 |
|
|
2022
Q1 | $1.2M | Sell |
54,250
-6,430
| -11% | -$142K | 0.52% | 33 |
|
|
2021
Q4 | $1.36M | Buy |
60,680
+2,000
| +3% | +$44.8K | 0.56% | 26 |
|
|
2021
Q3 | $2.6M | Buy |
+58,680
| New | +$2.6M | 1.01% | 25 |
|